Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.34%
2 MID 4.08%
3 RISN 3.24%
4 BKWO 1.62%
5 PFUT 1.57%
6 NBSM 1.48%
7 SMAP 1.27%
8 PSL 0.95%
9 CGMM 0.89%
10 RNSC 0.84%
11 FSGS 0.84%
12 BAFE 0.68%
13 JHSC 0.59%
14 LSEQ 0.55%
15 TMSL 0.52%
16 FDWM 0.51%
17 FNY 0.50%
18 NUSC 0.50%
19 FXD 0.44%
20 MMSC 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.30M (9.39%) -88.32K
Decreased by -1.67%
Jun 30, 25
2 JPMorgan Chase & Co 3.71M (6.58%) -677.51K
Decreased by -18.24%
Jun 30, 25
3 BlackRock Inc 3.34M (5.92%) -95.96K
Decreased by -2.87%
Jun 30, 25
4 Kayne Anderson Rudnick Investment Management LLC 3.17M (5.62%) -29.98K
Decreased by -0.95%
Jun 30, 25
5 Massachusetts Financial Services Company 2.47M (4.37%) -122.88K
Decreased by -4.98%
Jun 30, 25
6 T. Rowe Price Investment Management,Inc. 2.23M (3.95%) -1.74M
Decreased by -78.04%
Jun 30, 25
7 T. Rowe Price Associates, Inc. 1.98M (3.51%) -832.85K
Decreased by -42.01%
Sep 30, 24
8 Artisan Partners Limited Partnership 1.80M (3.19%) 168.89K
Increased by +9.40%
Jun 30, 25
9 Brown Advisory Holdings Inc 1.48M (2.63%) -849.51K
Decreased by -57.28%
Jun 30, 25
10 William Blair Investment Management, LLC 1.45M (2.56%) -764.98K
Decreased by -52.90%
Jun 30, 25
11 Capital World Investors 1.38M (2.44%) 17.97K
Increased by +1.30%
Jun 30, 25
12 Durable Capital Partners LP 1.31M (2.32%) -3.00M
Decreased by -229.32%
Dec 31, 24
13 Millennium Management LLC 1.29M (2.29%) 1.14M
Increased by +88.29%
Jun 30, 25
14 BAMCO Inc 1.24M (2.20%) -9.02K
Decreased by -0.73%
Jun 30, 25
15 Neuberger Berman Group LLC 1.24M (2.20%) -37.19K
Decreased by -3.00%
Jun 30, 25
16 Goldman Sachs Group Inc 1.17M (2.08%) 556.92K
Increased by +47.55%
Jun 30, 25
17 Point72 Asset Management, L.P. 1.16M (2.05%) 473.27K
Increased by +40.89%
Jun 30, 25
18 State Street Corp 1.01M (1.80%) 15.30K
Increased by +1.51%
Jun 30, 25
19 Geode Capital Management, LLC 968.71K (1.72%) -11.15K
Decreased by -1.15%
Jun 30, 25
20 State Street Corporation 959.38K (1.70%) 3.81K
Increased by +0.40%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.84M (3.25%) 1.49K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.81M (3.20%) -38.09K
Decreased by -2.11%
Jul 31, 25
3 MFS Mid Cap Growth Equity 1.71M (3.02%) -125.07K
Decreased by -7.33%
Jun 30, 25
4 Vanguard Small Cap Index 1.39M (2.46%) -8.48K
Decreased by -0.61%
Jul 31, 25
5 American Funds SMALLCAP World A 1.18M (2.09%) -5.09K
Decreased by -0.43%
Jun 30, 25
6 MFS Mid Cap Growth A 1.02M (1.80%) -688.96K
Decreased by -67.79%
Jul 31, 25
7 T. Rowe Price US Mid-Cap Growth Equity 844.10K (1.50%) -628.44K
Decreased by -74.45%
Jun 30, 25
8 T. Rowe Price Mid-Cap Growth 842.60K (1.49%) -1.50K
Decreased by -0.18%
Jul 31, 25
9 JPM US Mid Cap Growth-MA 832.41K (1.48%) 514.31K
Increased by +61.79%
Sep 30, 23
10 T. Rowe Price US Mid-Cap Value Equity 811.32K (1.44%) -509.99K
Decreased by -62.86%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 783.57K (1.39%) -1.14K
Decreased by -0.15%
Jul 31, 25
12 JPM US Mid Cap Growth-Composite 778.80K (1.38%) -230.77K
Decreased by -29.63%
Jun 30, 25
13 JPMorgan Mid Cap Growth I 776.34K (1.38%) -2.46K
Decreased by -0.32%
Jul 31, 25
14 Baron Opp. Small Cap Growth Strategy 725.00K (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
15 Baron Small Cap Retail 725.00K (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
16 Neuberger Berman Genesis Inv 708.84K (1.26%) -27.14K
Decreased by -3.83%
Jun 30, 25
17 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 694.97K (1.23%) -52.61K
Decreased by -7.57%
Jun 30, 24
18 T. Rowe Price Glb Focused Growth Equity 672.42K (1.19%) 117.30K
Increased by +17.44%
Dec 31, 23
19 T. Rowe Price Global Focused Gr Eq Pool 672.42K (1.19%) 117.30K
Increased by +17.44%
Dec 31, 23
20 T. Rowe Price Global Stock 672.42K (1.19%) 117.30K
Increased by +17.44%
Dec 31, 23